COZAD ASSET MANAGEMENT INC Diversified Active

CIK: 0000709428 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 12, 2025

Total Value ($000): $1,143,958 (100.0% shares, 0.0% debt)

Holdings (406)

VTI Vanguard Total Stock Market ETF 3.2%
Value ($000) $36,625 Shares 120,505 Est. Cost $198.33 Unrealized
AAPL Apple Inc. 2.7%
Value ($000) $31,327 Shares 152,686 Est. Cost $116.85 Unrealized +72.4%
Nvidia Corp. 2.5%
Value ($000) $28,688 Shares 181,581 Est. Cost $136.87 Unrealized
Broadcom Inc. 2.1%
Value ($000) $24,306 Shares 88,178 Est. Cost $189.89 Unrealized
MSFT Microsoft Corporation 2.0%
Value ($000) $22,980 Shares 46,200 Est. Cost $309.24 Unrealized +39.8%
AMZN Amazon.com, Inc. 1.9%
Value ($000) $21,474 Shares 97,880 Est. Cost $123.69 Unrealized +60.0%
Alphabet Inc., Cl. A 1.6%
Value ($000) $18,478 Shares 104,849 Est. Cost $164.34 Unrealized
Invesco S&P 500 Quality ETF A 1.6%
Value ($000) $17,923 Shares 251,522 Est. Cost $45.00 Unrealized
FLEX Flextronics Internat'l. Ltd. 1.6%
Value ($000) $17,897 Shares 358,520 Est. Cost $21.52 Unrealized +81.1%
Meta Platforms, Inc. 1.6%
Value ($000) $17,875 Shares 24,218 Est. Cost $424.19 Unrealized
LLY Lilly (Eli) 1.5%
Value ($000) $16,912 Shares 21,695 Est. Cost $689.13 Unrealized +12.2%
GS Goldman Sachs Group 1.5%
Value ($000) $16,876 Shares 23,845 Est. Cost $532.30 Unrealized +7.4%
LRCX LAM Research Corp. 1.5%
Value ($000) $16,654 Shares 171,090 Est. Cost $76.29 Unrealized +3.4%
COST Costco Wholesale Corp. 1.4%
Value ($000) $16,580 Shares 16,749 Est. Cost $309.31 Unrealized +220.3%
URI United Rentals, Inc. 1.4%
Value ($000) $16,429 Shares 21,807 Est. Cost $195.65 Unrealized +240.1%
MGC Vanguard Mega Cap ETF 1.4%
Value ($000) $16,259 Shares 72,287 Est. Cost $122.73 Unrealized
AppLovin Corporation 1.3%
Value ($000) $15,214 Shares 43,459 Est. Cost $282.85 Unrealized
VIG Vanguard Dividend Appreciation ETF 1.3%
Value ($000) $14,890 Shares 72,750 Est. Cost $123.67 Unrealized
MasterCard, Inc. 1.2%
Value ($000) $14,163 Shares 25,205 Est. Cost $331.83 Unrealized
SCHD Schwab US Div Equity ETF 1.2%
Value ($000) $13,983 Shares 527,677 Est. Cost $39.73 Unrealized
VOO Vanguard S&P 500 ETF 1.2%
Value ($000) $13,983 Shares 24,616 Est. Cost $449.44 Unrealized
Blackstone Group Inc. Cl. A 1.2%
Value ($000) $13,953 Shares 93,278 Est. Cost $69.70 Unrealized
HCA Healthcare Co. 1.1%
Value ($000) $12,359 Shares 32,260 Est. Cost $159.95 Unrealized
Pacer U.S. Cash Cows 100 - ETF 1.1%
Value ($000) $12,198 Shares 221,377 Est. Cost $49.71 Unrealized
TSM Taiwan Semiconductor Mfg. Co. Ltd. 1.1%
Value ($000) $12,020 Shares 53,070 Est. Cost $161.10 Unrealized
Interactive Brokers Group, Inc. 1.0%
Value ($000) $11,988 Shares 216,342 Est. Cost $67.35 Unrealized
GSLC Goldman Sachs ActiveBeta US LargeCp Eq ETF 1.0%
Value ($000) $11,756 Shares 96,856 Est. Cost $80.66 Unrealized
CMG Chipotle Mexican Grill, A 0.9%
Value ($000) $10,831 Shares 192,895 Est. Cost $61.31 Unrealized -17.0%
VO Vanguard Mid Cap ETF 0.9%
Value ($000) $10,807 Shares 38,619 Est. Cost $200.25 Unrealized
Vanguard Russell 1000 ETF 0.9%
Value ($000) $10,258 Shares 36,523 Est. Cost $156.12 Unrealized
USFD US Foods Hldg Corp. 0.9%
Value ($000) $9,868 Shares 128,137 Est. Cost $71.34 Unrealized 0.0%
JPEF JPMorgan Equity Focus - ETF 0.8%
Value ($000) $9,662 Shares 137,753 Est. Cost $58.09 Unrealized
GEN Gen Digital Inc. 0.8%
Value ($000) $9,258 Shares 314,900 Est. Cost $24.68 Unrealized +9.6%
COR Cencora, Inc. 0.8%
Value ($000) $8,919 Shares 29,744 Est. Cost $253.63 Unrealized +13.1%
FISV Fiserv, Inc. 0.8%
Value ($000) $8,865 Shares 51,421 Est. Cost $88.43 Unrealized +105.1%
SPY SPDR S&P 500 ETF 0.7%
Value ($000) $8,261 Shares 13,371 Est. Cost $394.90 Unrealized
BUSE First Busey Corp. 0.7%
Value ($000) $7,935 Shares 346,737 Est. Cost $19.87 Unrealized +5.4%
Invesco QQQ Tr Unit Ser. 1 ETF 0.7%
Value ($000) $7,925 Shares 14,367 Est. Cost $346.99 Unrealized
HD Home Depot, Inc. 0.7%
Value ($000) $7,888 Shares 21,514 Est. Cost $169.67 Unrealized +109.8%
Cheniere Energy, Inc 0.7%
Value ($000) $7,865 Shares 32,296 Est. Cost $146.04 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.7%
Value ($000) $7,817 Shares 19,713 Est. Cost $199.52 Unrealized
VB Vanguard Index Small Cap ETF 0.6%
Value ($000) $7,008 Shares 29,572 Est. Cost $166.72 Unrealized
FDL First Trust Morningstar Div Leaders ETF 0.6%
Value ($000) $6,647 Shares 158,751 Est. Cost $30.22 Unrealized
IWY iShares Russell Top 200 Growth ETF 0.6%
Value ($000) $6,526 Shares 26,476 Est. Cost $179.14 Unrealized
BRK/B Berkshire Hathaway, Cl. B 0.6%
Value ($000) $6,492 Shares 13,365 Est. Cost $233.40 Unrealized +117.6%
IJR IShares S&P SmallCap 600 Index ETF 0.6%
Value ($000) $6,345 Shares 58,056 Est. Cost $94.67 Unrealized
Capital Group Growth - ETF 0.5%
Value ($000) $6,214 Shares 152,868 Est. Cost $31.63 Unrealized
First Trust Rising Dividend Achievers ETF 0.5%
Value ($000) $6,208 Shares 98,944 Est. Cost $52.02 Unrealized
Intercontinental Exchange Group 0.5%
Value ($000) $6,124 Shares 33,380 Est. Cost $96.13 Unrealized
NFG National Fuel Gas Co. 0.5%
Value ($000) $6,111 Shares 72,137 Est. Cost $73.06 Unrealized +10.5%
DAL Delta Airlines Inc. 0.5%
Value ($000) $5,856 Shares 119,075 Est. Cost $45.86 Unrealized -0.7%
IShares MSCI USA Momentum Factor ETF 0.5%
Value ($000) $5,707 Shares 23,747 Est. Cost $136.54 Unrealized
SPGP Invesco S&P 500 GARP - ETF 0.5%
Value ($000) $5,624 Shares 52,220 Est. Cost $85.75 Unrealized
ADM Archer Daniels Midland 0.5%
Value ($000) $5,580 Shares 105,724 Est. Cost $38.11 Unrealized +24.8%
iShares MSCI Multifactor USA Small-Cap ETF 0.5%
Value ($000) $5,489 Shares 80,780 Est. Cost $58.76 Unrealized
SPDR S&P Value ETF 0.5%
Value ($000) $5,471 Shares 104,524 Est. Cost $36.63 Unrealized
Vanguard Russell 1000 Growth ETF 0.5%
Value ($000) $5,293 Shares 48,467 Est. Cost $91.92 Unrealized
Quanta Services, Inc. 0.5%
Value ($000) $5,276 Shares 13,955 Est. Cost $39.23 Unrealized
UHS Universal Health Svcs., Cl. B 0.5%
Value ($000) $5,221 Shares 28,824 Est. Cost $179.89 Unrealized +0.0%
IWV IShares Russell 3000 Index ETF 0.4%
Value ($000) $5,110 Shares 14,559 Est. Cost $180.52 Unrealized
TMUS T-Mobile US Inc. 0.4%
Value ($000) $4,961 Shares 20,824 Est. Cost $142.39 Unrealized +69.6%
Expedia Group Inc. 0.4%
Value ($000) $4,955 Shares 29,374 Est. Cost $139.54 Unrealized
JBL Jabil Circuit, Inc. 0.4%
Value ($000) $4,851 Shares 22,240 Est. Cost $75.69 Unrealized +114.0%
ProShares S&P 500 Dividend Aristocrats ETF 0.4%
Value ($000) $4,623 Shares 45,912 Est. Cost $86.30 Unrealized
Invesco S&P 500 Low Volatility ETF 0.4%
Value ($000) $4,592 Shares 63,062 Est. Cost $58.84 Unrealized
WMT Wal-Mart Stores 0.4%
Value ($000) $4,536 Shares 46,386 Est. Cost $53.66 Unrealized +76.6%
Targa Resources Corp. 0.4%
Value ($000) $4,506 Shares 25,885 Est. Cost $198.87 Unrealized
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $4,387 Shares 184,089 Est. Cost $35.71 Unrealized
Cardinal Health 0.4%
Value ($000) $4,382 Shares 26,081 Est. Cost $71.54 Unrealized
IShares MSCI USA Minimum Volatility ETF 0.4%
Value ($000) $4,294 Shares 45,742 Est. Cost $62.54 Unrealized
VUG Vanguard Growth ETF 0.4%
Value ($000) $4,263 Shares 9,725 Est. Cost $250.67 Unrealized
IJH IShares S&P Midcap 400 Index ETF 0.4%
Value ($000) $4,092 Shares 65,975 Est. Cost $83.08 Unrealized
Garmin Ltd. 0.3%
Value ($000) $3,919 Shares 18,776 Est. Cost $100.36 Unrealized
FMBH First Mid Ill Bankshares, Inc. 0.3%
Value ($000) $3,842 Shares 102,470 Est. Cost $34.23 Unrealized 0.0%
Salesforce.com 0.3%
Value ($000) $3,694 Shares 13,547 Est. Cost $195.88 Unrealized
JPM J.P. Morgan Chase & Co. 0.3%
Value ($000) $3,607 Shares 12,441 Est. Cost $133.50 Unrealized +89.3%
KO Coca Cola 0.3%
Value ($000) $3,600 Shares 50,883 Est. Cost $44.50 Unrealized +56.8%
DLR Digital Realty Trust Inc. 0.3%
Value ($000) $3,520 Shares 20,194 Est. Cost $95.97 Unrealized +66.9%
QQEW First Trust NASDAQ-100 Equal Wtd ETF 0.3%
Value ($000) $3,488 Shares 25,554 Est. Cost $86.18 Unrealized
Hilton Worldwide Holdings, Inc. 0.3%
Value ($000) $3,486 Shares 13,090 Est. Cost $180.49 Unrealized
Hewlett Packard Enterprise Co. 0.3%
Value ($000) $3,464 Shares 169,408 Est. Cost $16.87 Unrealized
Vanguard Information Technology ETF 0.3%
Value ($000) $3,414 Shares 5,147 Est. Cost $345.81 Unrealized
GSIE Goldman Sachs ActiveBeta Int'l Eq ETF 0.3%
Value ($000) $3,380 Shares 85,235 Est. Cost $30.91 Unrealized
First Trust Value Line Dividend ETF 0.3%
Value ($000) $3,358 Shares 75,132 Est. Cost $30.78 Unrealized
First Trust SMID Cap Rising Div Achv ETF 0.3%
Value ($000) $3,279 Shares 92,943 Est. Cost $30.19 Unrealized
AbbVie, Inc. 0.3%
Value ($000) $3,276 Shares 17,650 Est. Cost $112.37 Unrealized
CAT Caterpillar Inc. 0.3%
Value ($000) $3,269 Shares 8,421 Est. Cost $237.45 Unrealized +39.3%
Capital Group Dividend Value - ETF 0.3%
Value ($000) $3,268 Shares 82,745 Est. Cost $33.62 Unrealized
Alphabet Inc., Cl. C 0.3%
Value ($000) $3,242 Shares 18,274 Est. Cost $167.92 Unrealized
PAYX PayChex Inc. 0.3%
Value ($000) $3,179 Shares 21,858 Est. Cost $64.71 Unrealized +128.0%
CALM Cal-Maine Foods, Inc. 0.3%
Value ($000) $3,146 Shares 31,573 Est. Cost $48.90 Unrealized +84.5%
IBM I.B.M. 0.3%
Value ($000) $3,113 Shares 10,562 Est. Cost $138.70 Unrealized +83.0%
IWM IShares Russell 2000 Index ETF 0.3%
Value ($000) $3,092 Shares 14,330 Est. Cost $185.43 Unrealized
FBND Fidelity Merrimack Str Total Bond Fund ETF 0.3%
Value ($000) $3,075 Shares 67,218 Est. Cost $45.37 Unrealized
Visa Inc. 0.3%
Value ($000) $3,056 Shares 8,608 Est. Cost $261.18 Unrealized
TMO Thermo Fisher Scientific, Inc. 0.3%
Value ($000) $3,025 Shares 7,461 Est. Cost $263.74 Unrealized +58.1%
CALF Pacer U.S. Small Cap Cash Cows 100 - ETF 0.3%
Value ($000) $3,023 Shares 75,938 Est. Cost $44.48 Unrealized
Invesco Russell 1000 Dynamic Multi ETF 0.3%
Value ($000) $3,000 Shares 51,914 Est. Cost $43.22 Unrealized
RPM RPM Inc. Ohio 0.3%
Value ($000) $2,954 Shares 26,895 Est. Cost $58.81 Unrealized +87.0%
VYM Vanguard High Dividend Yield ETF 0.3%
Value ($000) $2,919 Shares 21,895 Est. Cost $88.91 Unrealized
GLW Corning Inc. 0.2%
Value ($000) $2,848 Shares 54,155 Est. Cost $31.95 Unrealized +44.9%
WMB Williams Companies 0.2%
Value ($000) $2,804 Shares 44,648 Est. Cost $19.02 Unrealized +203.3%
MCHP Microchip Technology, Inc. 0.2%
Value ($000) $2,757 Shares 39,176 Est. Cost $59.23 Unrealized -9.0%
JNJ Johnson & Johnson 0.2%
Value ($000) $2,747 Shares 17,981 Est. Cost $126.38 Unrealized +19.4%
IWR IShares Russell Midcap Index ETF 0.2%
Value ($000) $2,738 Shares 29,765 Est. Cost $55.83 Unrealized
SHW Sherwin Williams Company 0.2%
Value ($000) $2,732 Shares 7,958 Est. Cost $253.47 Unrealized +35.9%
IJJ IShares S&P MidCap 400/Barra Value ETF 0.2%
Value ($000) $2,682 Shares 21,706 Est. Cost $116.64 Unrealized
FTCS First Trust Capital Strength ETF 0.2%
Value ($000) $2,682 Shares 29,512 Est. Cost $66.78 Unrealized
AVT Avnet Inc. 0.2%
Value ($000) $2,553 Shares 48,100 Est. Cost $40.52 Unrealized +20.3%
NUE Nucor Corp. 0.2%
Value ($000) $2,496 Shares 19,271 Est. Cost $71.29 Unrealized +62.0%
Enbridge Inc. 0.2%
Value ($000) $2,496 Shares 55,139 Est. Cost $36.67 Unrealized
AVUV Avantis U.S. Small Cap Value - ETF 0.2%
Value ($000) $2,459 Shares 26,995 Est. Cost $90.06 Unrealized
SNA Snap-on Incorporated 0.2%
Value ($000) $2,416 Shares 7,764 Est. Cost $214.13 Unrealized +46.0%
PEP PepsiCo Inc 0.2%
Value ($000) $2,393 Shares 18,125 Est. Cost $104.62 Unrealized +25.3%
PM Philip Morris Internat'l. 0.2%
Value ($000) $2,388 Shares 13,109 Est. Cost $62.96 Unrealized +165.9%
MCD McDonalds Corp. 0.2%
Value ($000) $2,383 Shares 8,156 Est. Cost $197.85 Unrealized +53.4%
DKS Dicks Sporting Goods 0.2%
Value ($000) $2,358 Shares 11,923 Est. Cost $135.05 Unrealized +35.0%
PG Procter and Gamble 0.2%
Value ($000) $2,351 Shares 14,759 Est. Cost $99.46 Unrealized +61.6%
KEY KeyCorp 0.2%
Value ($000) $2,316 Shares 132,952 Est. Cost $11.19 Unrealized +34.5%
MTG MGIC Investment Corp. 0.2%
Value ($000) $2,287 Shares 82,150 Est. Cost $15.55 Unrealized +65.5%
OC Owens Corning 0.2%
Value ($000) $2,255 Shares 16,394 Est. Cost $109.00 Unrealized +26.7%
Vanguard World Health Care ETF 0.2%
Value ($000) $2,245 Shares 9,041 Est. Cost $206.04 Unrealized
Allete, Inc. 0.2%
Value ($000) $2,236 Shares 34,902 Est. Cost $56.19 Unrealized
TKR Timken Co. 0.2%
Value ($000) $2,202 Shares 30,355 Est. Cost $58.43 Unrealized +16.4%
SPDR S&P Dividend ETF 0.2%
Value ($000) $2,186 Shares 16,105 Est. Cost $95.26 Unrealized
ABT Abbott Laboratories 0.2%
Value ($000) $2,159 Shares 15,871 Est. Cost $66.19 Unrealized +97.3%
IShares Core MSCI Total Int'l Stk ETF 0.2%
Value ($000) $2,102 Shares 27,186 Est. Cost $65.12 Unrealized
AWR American States Water Co. 0.2%
Value ($000) $2,074 Shares 27,051 Est. Cost $58.32 Unrealized +32.4%
DVY IShares Select Dividend ETF 0.2%
Value ($000) $2,037 Shares 15,338 Est. Cost $94.75 Unrealized
ESS Essex Property Trust 0.2%
Value ($000) $2,037 Shares 7,187 Est. Cost $228.26 Unrealized +19.6%
ORI Old Republic Nat'l. Corp. 0.2%
Value ($000) $2,031 Shares 52,824 Est. Cost $15.28 Unrealized +128.2%
JPMorgan Ultra-Short Income ETF 0.2%
Value ($000) $2,002 Shares 39,498 Est. Cost $50.37 Unrealized
Eaton Corp., PLC 0.2%
Value ($000) $1,912 Shares 5,355 Est. Cost $130.20 Unrealized
ORCL Oracle Corp 0.2%
Value ($000) $1,904 Shares 8,710 Est. Cost $50.40 Unrealized +219.1%
Cisco Systems 0.2%
Value ($000) $1,898 Shares 27,353 Est. Cost $50.07 Unrealized
GIS General Mills 0.2%
Value ($000) $1,897 Shares 36,605 Est. Cost $49.43 Unrealized +8.8%
Pacer FDS TR Developed Mrkts Int'l CC ETF 0.2%
Value ($000) $1,885 Shares 55,393 Est. Cost $30.17 Unrealized
AES AES Corp. 0.2%
Value ($000) $1,883 Shares 178,988 Est. Cost $10.37 Unrealized 0.0%
ALK Alaska Air Group, Inc. 0.2%
Value ($000) $1,821 Shares 36,795 Est. Cost $48.58 Unrealized 0.0%
First Trust Water ETF 0.2%
Value ($000) $1,818 Shares 16,838 Est. Cost $89.58 Unrealized
M & T Bank Corp. 0.2%
Value ($000) $1,816 Shares 9,360 Est. Cost $139.92 Unrealized
AXP American Express 0.2%
Value ($000) $1,733 Shares 5,433 Est. Cost $227.62 Unrealized +22.7%
AVUS American Centy ETF TR Avantis US Equity 0.1%
Value ($000) $1,716 Shares 17,016 Est. Cost $84.97 Unrealized
Merck & Co Inc. 0.1%
Value ($000) $1,715 Shares 21,667 Est. Cost $80.92 Unrealized
IP International Paper 0.1%
Value ($000) $1,703 Shares 36,359 Est. Cost $33.94 Unrealized +35.5%
OMC Omnicom Group 0.1%
Value ($000) $1,696 Shares 23,576 Est. Cost $67.57 Unrealized +6.5%
SPDR Gold Shares ETF 0.1%
Value ($000) $1,692 Shares 5,551 Est. Cost $206.39 Unrealized
LNT Alliant Energy Corp. 0.1%
Value ($000) $1,682 Shares 27,816 Est. Cost $48.65 Unrealized +23.5%
AGNC Investment Corp 0.1%
Value ($000) $1,668 Shares 181,459 Est. Cost $9.69 Unrealized
First Trust Mid Cap Core AlphaDEX ETF 0.1%
Value ($000) $1,655 Shares 14,414 Est. Cost $68.77 Unrealized
Essent Group Ltd. 0.1%
Value ($000) $1,636 Shares 26,937 Est. Cost $47.64 Unrealized
Palantir Technologies, Inc. 0.1%
Value ($000) $1,636 Shares 11,999 Est. Cost $75.99 Unrealized
W. P. Carey Inc. 0.1%
Value ($000) $1,606 Shares 25,741 Est. Cost $68.85 Unrealized
Tesla Motors Inc. 0.1%
Value ($000) $1,594 Shares 5,019 Est. Cost $377.38 Unrealized
BBY Best Buy Company, Inc. 0.1%
Value ($000) $1,593 Shares 23,728 Est. Cost $66.56 Unrealized -1.7%
NFLX Netflix Inc. 0.1%
Value ($000) $1,590 Shares 1,187 Est. Cost $61.79 Unrealized +83.0%
ADP Automatic Data Processing 0.1%
Value ($000) $1,589 Shares 5,153 Est. Cost $134.94 Unrealized +124.1%
DVN Devon Energy Corp. 0.1%
Value ($000) $1,569 Shares 49,335 Est. Cost $31.24 Unrealized 0.0%
PANW Palo Alto Networks, Inc. 0.1%
Value ($000) $1,559 Shares 7,618 Est. Cost $154.55 Unrealized +20.2%
XOM Exxon Mobil Corp. 0.1%
Value ($000) $1,558 Shares 14,457 Est. Cost $68.45 Unrealized +52.7%
Civitas Resources, Inc. 0.1%
Value ($000) $1,551 Shares 56,373 Est. Cost $37.71 Unrealized
S&P Global, Inc. 0.1%
Value ($000) $1,540 Shares 2,920 Est. Cost $399.12 Unrealized
VEU Vanguard FTSE All-World (ex. US) ETF 0.1%
Value ($000) $1,528 Shares 22,725 Est. Cost $50.96 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $1,519 Shares 5,340 Est. Cost $172.39 Unrealized
UnitedHealth Group 0.1%
Value ($000) $1,472 Shares 4,718 Est. Cost $381.37 Unrealized
ITW Illinois Tool Works 0.1%
Value ($000) $1,469 Shares 5,941 Est. Cost $208.28 Unrealized +13.9%
Janus Henderson AAA CLO - ETF 0.1%
Value ($000) $1,440 Shares 28,378 Est. Cost $50.81 Unrealized
IWN IShares Russell 2000 Value Index ETF 0.1%
Value ($000) $1,436 Shares 9,103 Est. Cost $139.14 Unrealized
GPC Genuine Parts Co. 0.1%
Value ($000) $1,430 Shares 11,789 Est. Cost $88.71 Unrealized +32.8%
IShares Edge MSCI USA Quality Factor ETF 0.1%
Value ($000) $1,402 Shares 7,669 Est. Cost $119.41 Unrealized
Vanguard Russell 1000 Value ETF 0.1%
Value ($000) $1,387 Shares 16,279 Est. Cost $85.36 Unrealized
IVV IShares S&P 500 Index ETF 0.1%
Value ($000) $1,375 Shares 2,214 Est. Cost $425.44 Unrealized
VanEck Morningstar Wide Moat - ETF 0.1%
Value ($000) $1,362 Shares 14,518 Est. Cost $83.12 Unrealized
SPDR S&P MidCap 400 ETF 0.1%
Value ($000) $1,361 Shares 2,403 Est. Cost $339.37 Unrealized
TGT Target Corp. 0.1%
Value ($000) $1,360 Shares 13,785 Est. Cost $112.38 Unrealized -17.0%
QGRO American Century U.S. Quality Growth - ETF 0.1%
Value ($000) $1,344 Shares 12,315 Est. Cost $101.49 Unrealized
FT CBOE Vest Fund of Buffer - ETF 0.1%
Value ($000) $1,332 Shares 41,887 Est. Cost $28.27 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $1,316 Shares 7,446 Est. Cost $128.06 Unrealized
TEX Terex Corp. 0.1%
Value ($000) $1,274 Shares 27,286 Est. Cost $49.55 Unrealized -15.6%
Booking Holdings, Inc. 0.1%
Value ($000) $1,256 Shares 217 Est. Cost $4223.81 Unrealized
Invesco PLC 0.1%
Value ($000) $1,256 Shares 79,650 Est. Cost $15.17 Unrealized
BP BP Amoco PLC ADR 0.1%
Value ($000) $1,247 Shares 41,679 Est. Cost $30.30 Unrealized
AFL AFLAC, Inc. 0.1%
Value ($000) $1,231 Shares 11,669 Est. Cost $39.48 Unrealized +162.5%
Capital Group Core Equity - ETF 0.1%
Value ($000) $1,219 Shares 33,013 Est. Cost $33.93 Unrealized
IWS IShares Russell Midcap Value Index ETF 0.1%
Value ($000) $1,188 Shares 8,988 Est. Cost $108.96 Unrealized
NEE NextEra Energy 0.1%
Value ($000) $1,178 Shares 16,964 Est. Cost $64.70 Unrealized +5.3%
DE Deere & Co. 0.1%
Value ($000) $1,160 Shares 2,282 Est. Cost $295.39 Unrealized +64.1%
IWF IShares Russell 1000 Growth Index ETF 0.1%
Value ($000) $1,150 Shares 2,710 Est. Cost $206.08 Unrealized
SCHX Schwab US Large-Cap ETF 0.1%
Value ($000) $1,148 Shares 46,967 Est. Cost $36.98 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $1,141 Shares 6,939 Est. Cost $144.25 Unrealized
WisdomTree International Hdgd Div Gr ETF 0.1%
Value ($000) $1,137 Shares 25,228 Est. Cost $35.76 Unrealized
Axis Capital Holdings Ltd. 0.1%
Value ($000) $1,101 Shares 10,605 Est. Cost $93.27 Unrealized
CSWC Capital Southwest Corp. 0.1%
Value ($000) $1,084 Shares 49,161 Est. Cost $19.37 Unrealized -3.8%
Invesco ETF Trust II - S&P500 Momentum ETF 0.1%
Value ($000) $1,078 Shares 9,589 Est. Cost $97.04 Unrealized
JPMorgan Ultra-Short Municipal Inc - ETF 0.1%
Value ($000) $1,075 Shares 21,107 Est. Cost $50.74 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $1,074 Shares 36,785 Est. Cost $44.20 Unrealized
SPDR Dow Jones Industrial Average ETF 0.1%
Value ($000) $1,060 Shares 2,406 Est. Cost $305.22 Unrealized
APLE Apple Hospitality REIT, Inc. 0.1%
Value ($000) $1,053 Shares 90,252 Est. Cost $14.74 Unrealized
IWB IShares Russell 1000 Index Fund ETF 0.1%
Value ($000) $1,048 Shares 3,086 Est. Cost $184.06 Unrealized
IWL IShares - Russell 200 Index ETF 0.1%
Value ($000) $1,043 Shares 6,814 Est. Cost $101.00 Unrealized
CMI Cummins Engine Inc. 0.1%
Value ($000) $1,039 Shares 3,174 Est. Cost $197.48 Unrealized +54.8%
FSLR First Solar, Inc. 0.1%
Value ($000) $1,030 Shares 6,222 Est. Cost $138.18 Unrealized +6.8%
Sprouts Farmers Market, Inc. 0.1%
Value ($000) $1,029 Shares 6,250 Est. Cost $164.64 Unrealized
BKH Black Hills Corp. 0.1%
Value ($000) $1,021 Shares 18,199 Est. Cost $43.31 Unrealized +30.4%
T. Rowe Price Dividend Growth ETF 0.1%
Value ($000) $1,011 Shares 23,847 Est. Cost $33.21 Unrealized
Nuveen TR ESG Large Cap Growth ETF 0.1%
Value ($000) $1,010 Shares 10,750 Est. Cost $54.29 Unrealized
ProShares S&P MidCap 400 Dividend Aristo. 0.1%
Value ($000) $1,003 Shares 12,307 Est. Cost $69.73 Unrealized
JPMorgan Equity Premium Income ETF 0.1%
Value ($000) $983 Shares 17,290 Est. Cost $55.57 Unrealized
AVEM Avantis Emerging Markets Equity - ETF 0.1%
Value ($000) $974 Shares 14,210 Est. Cost $62.02 Unrealized
Tenet Healthcare Corp. 0.1%
Value ($000) $967 Shares 5,497 Est. Cost $134.50 Unrealized
SCHA Schwab Strategic US Small-Cap ETF 0.1%
Value ($000) $962 Shares 38,007 Est. Cost $40.40 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $923 Shares 38,086 Est. Cost $27.38 Unrealized -18.4%
AZN AstraZeneca PLC ADR 0.1%
Value ($000) $892 Shares 12,759 Est. Cost $64.28 Unrealized
JPMorgan Hedged Equity Laddered Overly ETF 0.1%
Value ($000) $886 Shares 14,156 Est. Cost $61.68 Unrealized
CL Colgate Palmolive Co. 0.1%
Value ($000) $883 Shares 9,714 Est. Cost $71.37 Unrealized +26.2%
MO Altria Group, Inc. 0.1%
Value ($000) $880 Shares 15,016 Est. Cost $34.85 Unrealized +60.5%
AB Ultra Short Income ETF 0.1%
Value ($000) $877 Shares 17,318 Est. Cost $50.64 Unrealized
Pacer Global Cash Cows Dividend ETF 0.1%
Value ($000) $872 Shares 22,964 Est. Cost $32.34 Unrealized
VV Vanguard Large Cap ETF 0.1%
Value ($000) $838 Shares 2,936 Est. Cost $146.39 Unrealized
PHYS Sprott Physical Gold Trust 0.1%
Value ($000) $837 Shares 33,023 Est. Cost $18.28 Unrealized
First Tr Large Cap Core AlphaDex Fd ETF 0.1%
Value ($000) $833 Shares 7,571 Est. Cost $64.86 Unrealized
LDOS Leidos Holdings, Inc. 0.1%
Value ($000) $830 Shares 5,258 Est. Cost $63.46 Unrealized +131.4%
ESGV Vanguard ESG US Stock - ETF 0.1%
Value ($000) $824 Shares 7,512 Est. Cost $64.79 Unrealized
Intuitive Surgical, Inc. 0.1%
Value ($000) $808 Shares 1,486 Est. Cost $495.27 Unrealized
SPDR S&P Emerging Markets ETF 0.1%
Value ($000) $805 Shares 18,834 Est. Cost $36.58 Unrealized
Synchrony Financial 0.1%
Value ($000) $799 Shares 11,968 Est. Cost $66.74 Unrealized
JPMorgan Active Growth ETF 0.1%
Value ($000) $790 Shares 9,173 Est. Cost $78.47 Unrealized
3M Company 0.1%
Value ($000) $788 Shares 5,176 Est. Cost $141.67 Unrealized
First TR. Ex. Tr. FD N. American Energy 0.1%
Value ($000) $782 Shares 20,843 Est. Cost $28.15 Unrealized
PIMCO MultiSector Bond Active - ETF 0.1%
Value ($000) $769 Shares 28,958 Est. Cost $26.35 Unrealized
CVX Chevron Corp. 0.1%
Value ($000) $769 Shares 5,367 Est. Cost $121.65 Unrealized +12.6%
MDLZ Mondelez International, Inc. 0.1%
Value ($000) $767 Shares 11,373 Est. Cost $47.85 Unrealized +36.1%
United Therapeutics Corp. 0.1%
Value ($000) $760 Shares 2,644 Est. Cost $301.63 Unrealized
Crowdstrike Holdings, Inc. 0.1%
Value ($000) $759 Shares 1,491 Est. Cost $347.30 Unrealized
Energy Select Sector SPDR ETF 0.1%
Value ($000) $750 Shares 8,838 Est. Cost $80.33 Unrealized
HP Helmerich & Payne Inc. 0.1%
Value ($000) $749 Shares 49,390 Est. Cost $28.28 Unrealized -35.2%
WM Waste Management, Inc. 0.1%
Value ($000) $744 Shares 3,253 Est. Cost $118.36 Unrealized +94.0%
T. Rowe Price Capital Apprec Equity ETF 0.1%
Value ($000) $740 Shares 20,978 Est. Cost $33.52 Unrealized
BRK/A Berkshire Hathaway, Cl. A 0.1%
Value ($000) $729 Shares 1 Est. Cost $448761.72 Unrealized +69.8%
HON Honeywell Internat'l. 0.1%
Value ($000) $727 Shares 3,121 Est. Cost $165.17 Unrealized +20.9%
DIS Walt Disney Co 0.1%
Value ($000) $711 Shares 5,735 Est. Cost $100.43 Unrealized +2.4%
NVO Novo Nordisk A.S. ADR 0.1%
Value ($000) $709 Shares 10,279 Est. Cost $99.69 Unrealized
T AT&T Inc. 0.1%
Value ($000) $705 Shares 24,354 Est. Cost $15.14 Unrealized +78.1%
FNDB Schwab Fundamental US Broad Market ETF 0.1%
Value ($000) $695 Shares 28,993 Est. Cost $30.07 Unrealized
VBK Vanguard Small Cap Growth ETF 0.1%
Value ($000) $695 Shares 2,509 Est. Cost $223.68 Unrealized
WisdomTree U.S. LargeCap Dividend ETF 0.1%
Value ($000) $688 Shares 8,373 Est. Cost $79.00 Unrealized
Vanguard Russell 3000 ETF 0.1%
Value ($000) $680 Shares 2,493 Est. Cost $154.70 Unrealized
PVAL Putnam Focased Large Cap Value ETF 0.1%
Value ($000) $679 Shares 16,874 Est. Cost $38.91 Unrealized
VOOV Vanguard S&P 500 Value ETF 0.1%
Value ($000) $673 Shares 3,565 Est. Cost $127.61 Unrealized
AMAT Applied Materials 0.1%
Value ($000) $671 Shares 3,667 Est. Cost $104.32 Unrealized +50.9%
Linde PLC 0.1%
Value ($000) $662 Shares 1,411 Est. Cost $413.04 Unrealized
Invesco S&P 500 Revenue ETF 0.1%
Value ($000) $654 Shares 6,268 Est. Cost $51.10 Unrealized
Unilever PLC ADR 0.1%
Value ($000) $652 Shares 10,651 Est. Cost $56.92 Unrealized
VBR Vanguard Small Cap Value ETF 0.1%
Value ($000) $643 Shares 3,295 Est. Cost $157.46 Unrealized
Technology Select Sector SPDR ETF 0.1%
Value ($000) $638 Shares 2,518 Est. Cost $135.02 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $632 Shares 6,925 Est. Cost $48.53 Unrealized +71.3%
RIO Rio Tinto PLC ADR F 0.1%
Value ($000) $617 Shares 10,577 Est. Cost $63.51 Unrealized
AVDE Avantis International Equity - ETF 0.1%
Value ($000) $605 Shares 8,176 Est. Cost $67.40 Unrealized
RTX Corp. 0.1%
Value ($000) $605 Shares 4,142 Est. Cost $96.80 Unrealized
LOW Lowe's Cos 0.1%
Value ($000) $601 Shares 2,710 Est. Cost $189.61 Unrealized +16.4%
VWO Vanguard Emerging Mkts. ETF 0.1%
Value ($000) $600 Shares 12,139 Est. Cost $43.35 Unrealized
MercadoLibre Inc. 0.1%
Value ($000) $596 Shares 228 Est. Cost $1387.95 Unrealized
AMGN Amgen, Inc. 0.1%
Value ($000) $596 Shares 2,133 Est. Cost $204.10 Unrealized +36.1%
T. Rowe Price US Equity Research ETF 0.1%
Value ($000) $588 Shares 15,119 Est. Cost $37.25 Unrealized
VIGI Vanguard Whitehall Int'l Div. Apprec. ETF 0.1%
Value ($000) $584 Shares 6,478 Est. Cost $90.12 Unrealized
UNP Union Pacific Corp. 0.1%
Value ($000) $583 Shares 2,534 Est. Cost $170.40 Unrealized +28.2%
FITB Fifth Third Bancorp 0.1%
Value ($000) $577 Shares 14,040 Est. Cost $21.03 Unrealized +73.9%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $572 Shares 20,382 Est. Cost $39.09 Unrealized
Pacer Large Cap Cash Cows Growth - ETF 0.0%
Value ($000) $572 Shares 16,281 Est. Cost $32.97 Unrealized
IYH IShares US Healthcare ETF 0.0%
Value ($000) $571 Shares 10,115 Est. Cost $96.15 Unrealized
Microport Scientific Corp. 0.0%
Value ($000) $563 Shares 504,670 Est. Cost $2.53 Unrealized
SHEL Shell PLC ADR 0.0%
Value ($000) $560 Shares 7,954 Est. Cost $57.14 Unrealized
HOOD Robinhood Markets, Inc. 0.0%
Value ($000) $559 Shares 5,971 Est. Cost $59.18 Unrealized 0.0%
IJS IShares S&P SmallCap 600 Barra Value ETF 0.0%
Value ($000) $557 Shares 5,594 Est. Cost $95.99 Unrealized
MGK Vanguard Mega Cap Growth ETF 0.0%
Value ($000) $549 Shares 1,498 Est. Cost $183.10 Unrealized
JHMM John Hancock Multifactor Mid Cap ETF 0.0%
Value ($000) $542 Shares 8,860 Est. Cost $51.42 Unrealized
CVS CVS Health Corp. 0.0%
Value ($000) $539 Shares 7,830 Est. Cost $61.54 Unrealized +4.3%
First Trust Senior Loan Fund ETF 0.0%
Value ($000) $538 Shares 11,724 Est. Cost $47.67 Unrealized
BAC Bank of America 0.0%
Value ($000) $533 Shares 11,254 Est. Cost $27.35 Unrealized +51.5%
JPMorgan Nasdaq Equity Premium Inc ETF 0.0%
Value ($000) $526 Shares 9,665 Est. Cost $52.32 Unrealized
VNQ Vanguard REIT ETF 0.0%
Value ($000) $519 Shares 5,833 Est. Cost $92.02 Unrealized
Industrial Select Sector SPDR ETF 0.0%
Value ($000) $515 Shares 3,493 Est. Cost $88.88 Unrealized
Fidelity Covington TR Enhanced Int'l ETF 0.0%
Value ($000) $511 Shares 15,353 Est. Cost $33.26 Unrealized
AJG Gallagher, Arthur J & Co. 0.0%
Value ($000) $508 Shares 1,587 Est. Cost $111.99 Unrealized +192.5%
COP ConocoPhillips 0.0%
Value ($000) $505 Shares 5,628 Est. Cost $89.41 Unrealized -1.6%
Coca Cola European Partners PLC 0.0%
Value ($000) $503 Shares 5,422 Est. Cost $54.92 Unrealized
PSX Phillips 66 0.0%
Value ($000) $500 Shares 4,194 Est. Cost $115.26 Unrealized -5.0%
First Trust Managed Municipal ETF 0.0%
Value ($000) $496 Shares 9,964 Est. Cost $53.85 Unrealized
ANET Arista Networks, Inc. 0.0%
Value ($000) $492 Shares 4,810 Est. Cost $102.53 Unrealized -15.6%
SO Southern Company 0.0%
Value ($000) $491 Shares 5,350 Est. Cost $47.62 Unrealized +84.8%
JPMorgan Market Expansion Enh Eq - ETF 0.0%
Value ($000) $487 Shares 8,228 Est. Cost $60.83 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $487 Shares 5,067 Est. Cost $73.39 Unrealized +29.6%
YUM Yum Brands, Inc. 0.0%
Value ($000) $477 Shares 3,221 Est. Cost $120.63 Unrealized +19.5%
EMR Emerson Electric Co. 0.0%
Value ($000) $472 Shares 3,543 Est. Cost $81.61 Unrealized +39.1%
COF Capital One Financial 0.0%
Value ($000) $462 Shares 2,170 Est. Cost $185.05 Unrealized 0.0%
MCO Moody's Corp. 0.0%
Value ($000) $461 Shares 920 Est. Cost $248.00 Unrealized +85.9%
ASML Hldg N V 0.0%
Value ($000) $459 Shares 573 Est. Cost $791.86 Unrealized
GE General Electric 0.0%
Value ($000) $447 Shares 1,738 Est. Cost $132.75 Unrealized +64.7%
TRV Travelers Companies Inc. 0.0%
Value ($000) $447 Shares 1,669 Est. Cost $160.61 Unrealized +62.3%
AMD Advanced Micro Devices 0.0%
Value ($000) $439 Shares 3,093 Est. Cost $84.27 Unrealized +29.2%
CIBR First Trust NASDAQ Cybersecurity - ETF 0.0%
Value ($000) $434 Shares 5,744 Est. Cost $67.62 Unrealized
IAU IShares Gold Trust 0.0%
Value ($000) $430 Shares 6,889 Est. Cost $59.86 Unrealized
MAS Masco Corp. 0.0%
Value ($000) $423 Shares 6,580 Est. Cost $55.17 Unrealized +12.8%
Marathon Petroleum Corp. 0.0%
Value ($000) $419 Shares 2,523 Est. Cost $55.33 Unrealized
VEA Vanguard Tax-Mgd Int'l Dev. Markets ETF 0.0%
Value ($000) $413 Shares 7,251 Est. Cost $50.51 Unrealized
GILD Gilead Sciences Inc. 0.0%
Value ($000) $403 Shares 3,631 Est. Cost $65.41 Unrealized +59.6%
VRTX Vertex Pharmaceutical 0.0%
Value ($000) $401 Shares 900 Est. Cost $304.77 Unrealized +51.2%
CASY Caseys General Stores, Inc. 0.0%
Value ($000) $398 Shares 780 Est. Cost $344.78 Unrealized +33.2%
Dimensional US Marketwide Value - ETF 0.0%
Value ($000) $396 Shares 9,375 Est. Cost $33.31 Unrealized
REZ IShares Residential Real Estate Capped ETF 0.0%
Value ($000) $396 Shares 4,808 Est. Cost $74.47 Unrealized
IVW IShares S&P 500 Barra Growth Index ETF 0.0%
Value ($000) $395 Shares 3,585 Est. Cost $84.67 Unrealized
MSI Motorola Solutions, Inc. 0.0%
Value ($000) $390 Shares 928 Est. Cost $323.18 Unrealized +28.4%
APD Air Products & Chem 0.0%
Value ($000) $388 Shares 1,376 Est. Cost $217.49 Unrealized +23.3%
Farmland Partners, Inc. 0.0%
Value ($000) $385 Shares 33,415 Est. Cost $10.72 Unrealized
IWD IShares Russell 1000 Value Index ETF 0.0%
Value ($000) $381 Shares 1,961 Est. Cost $129.48 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $366 Shares 1,900 Est. Cost $118.42 Unrealized
LMT Lockheed Martin Corp. 0.0%
Value ($000) $363 Shares 784 Est. Cost $362.55 Unrealized +26.6%
Seagate Technology Holdings PLC 0.0%
Value ($000) $360 Shares 2,495 Est. Cost $70.98 Unrealized
Vistra Corp. 0.0%
Value ($000) $357 Shares 1,844 Est. Cost $193.81 Unrealized
FNDA Schwab Fundamental US Small Company ETF 0.0%
Value ($000) $356 Shares 12,421 Est. Cost $39.17 Unrealized
EFA IShares MSCI EAFE ETF 0.0%
Value ($000) $352 Shares 3,936 Est. Cost $60.87 Unrealized
SYK Stryker Corporation 0.0%
Value ($000) $351 Shares 888 Est. Cost $227.35 Unrealized +63.4%
WisdomTree US Quality Dividend Gr ETF 0.0%
Value ($000) $350 Shares 4,175 Est. Cost $56.69 Unrealized
NSC Norfolk Southern Corp. 0.0%
Value ($000) $349 Shares 1,365 Est. Cost $186.65 Unrealized +24.9%
SPDR Portfolio S&P 500 Growth ETF 0.0%
Value ($000) $349 Shares 3,661 Est. Cost $81.87 Unrealized
LOGI Logitech Internat'l. SA 0.0%
Value ($000) $349 Shares 3,868 Est. Cost $35.54 Unrealized +125.0%
VZ Verizon Communications 0.0%
Value ($000) $344 Shares 7,955 Est. Cost $35.87 Unrealized +16.6%
ICF IShares Cohen & Steers REIT ETF 0.0%
Value ($000) $341 Shares 5,573 Est. Cost $60.51 Unrealized
IOO IShares S&P Global 100 Index ETF 0.0%
Value ($000) $341 Shares 3,160 Est. Cost $107.81 Unrealized
BDX Becton Dickinson & Co. 0.0%
Value ($000) $340 Shares 1,973 Est. Cost $207.66 Unrealized -13.1%
IUSV IShares Core US Value ETF 0.0%
Value ($000) $336 Shares 3,555 Est. Cost $62.46 Unrealized
PSIX Power Solutions International, Inc. 0.0%
Value ($000) $332 Shares 5,131 Est. Cost $37.06 Unrealized 0.0%
ADI Analog Devices Inc. 0.0%
Value ($000) $326 Shares 1,368 Est. Cost $151.66 Unrealized +35.9%
GE Vernova Inc. 0.0%
Value ($000) $322 Shares 609 Est. Cost $529.15 Unrealized
Corteva Inc. 0.0%
Value ($000) $322 Shares 4,319 Est. Cost $57.31 Unrealized
Pacer FDS TR Cash Cows - ETF 0.0%
Value ($000) $322 Shares 8,079 Est. Cost $38.54 Unrealized
NOC Northrop Grumman 0.0%
Value ($000) $321 Shares 643 Est. Cost $360.31 Unrealized +34.9%
MU Micron Technology, Inc. 0.0%
Value ($000) $319 Shares 2,585 Est. Cost $74.81 Unrealized +24.6%
ADBE Adobe Systems, Inc. 0.0%
Value ($000) $317 Shares 820 Est. Cost $433.87 Unrealized -11.2%
WFC Wells Fargo & Co. 0.0%
Value ($000) $311 Shares 3,887 Est. Cost $54.40 Unrealized +30.8%
BMO Bank of Montreal 0.0%
Value ($000) $309 Shares 2,797 Est. Cost $43.21 Unrealized +130.0%
Materials Select Sector SPDR ETF 0.0%
Value ($000) $308 Shares 3,513 Est. Cost $70.74 Unrealized
BMY Bristol-Myers Squibb 0.0%
Value ($000) $302 Shares 6,532 Est. Cost $49.41 Unrealized -4.5%
SIEGY Siemens AG ADR 0.0%
Value ($000) $302 Shares 2,345 Est. Cost $68.79 Unrealized
ADSK Autodesk 0.0%
Value ($000) $300 Shares 970 Est. Cost $210.13 Unrealized +35.0%
Veolia Environment ADR 0.0%
Value ($000) $294 Shares 16,455 Est. Cost $20.04 Unrealized
Ishares Bitcoin Trust 0.0%
Value ($000) $292 Shares 4,777 Est. Cost $39.15 Unrealized
Franklin Templeton Mid Cap MultiFact Index 0.0%
Value ($000) $292 Shares 5,368 Est. Cost $54.31 Unrealized
SLF Sun Life Financial, Inc. 0.0%
Value ($000) $291 Shares 4,383 Est. Cost $43.00 Unrealized +42.6%
IWP IShares Russell Midcap Growth Index ETF 0.0%
Value ($000) $290 Shares 2,088 Est. Cost $114.14 Unrealized
First Tr TCW Opportunistic Fixed Inc ETF 0.0%
Value ($000) $285 Shares 6,503 Est. Cost $55.00 Unrealized
Duke Energy Corp 0.0%
Value ($000) $285 Shares 2,416 Est. Cost $109.03 Unrealized
First Trust Dow Jones Internet ETF 0.0%
Value ($000) $284 Shares 1,056 Est. Cost $205.09 Unrealized
IJT IShares S&P SmallCap 600 Barra Growth ETF 0.0%
Value ($000) $283 Shares 2,130 Est. Cost $131.97 Unrealized
PAC Grupo Aeroportuario del Pacifico ADR 0.0%
Value ($000) $277 Shares 1,208 Est. Cost $174.02 Unrealized
WDFC W D 40 Co. 0.0%
Value ($000) $277 Shares 1,215 Est. Cost $139.06 Unrealized +66.7%
ITOT IShares Tr. S&P 1500 Index ETF 0.0%
Value ($000) $273 Shares 2,023 Est. Cost $115.60 Unrealized
CME Group, Inc. 0.0%
Value ($000) $273 Shares 990 Est. Cost $265.29 Unrealized
QCOM Qualcomm Inc. 0.0%
Value ($000) $270 Shares 1,698 Est. Cost $135.01 Unrealized +7.4%
Constellation Brands, Inc. 0.0%
Value ($000) $265 Shares 1,628 Est. Cost $175.99 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $264 Shares 4,587 Est. Cost $41.02 Unrealized +32.8%
MS Morgan Stanley 0.0%
Value ($000) $264 Shares 1,872 Est. Cost $119.60 Unrealized +1.1%
DOW Dow Inc. 0.0%
Value ($000) $263 Shares 9,938 Est. Cost $37.68 Unrealized -26.2%
Novartis AG ADR 0.0%
Value ($000) $261 Shares 2,158 Est. Cost $86.40 Unrealized
IYR IShares US Real Estate ETF 0.0%
Value ($000) $258 Shares 2,725 Est. Cost $82.79 Unrealized
GD General Dynamics 0.0%
Value ($000) $257 Shares 880 Est. Cost $237.14 Unrealized +14.9%
INFY Infosys Technologies, Ltd. 0.0%
Value ($000) $255 Shares 13,735 Est. Cost $10.71 Unrealized
PIMCO Intermediate Muni Bd Actv - ETF 0.0%
Value ($000) $254 Shares 4,945 Est. Cost $52.51 Unrealized
Ferrari N V New Com. 0.0%
Value ($000) $254 Shares 520 Est. Cost $436.28 Unrealized
ITA IShares U.S. Aerospace & Defense ETF 0.0%
Value ($000) $254 Shares 1,344 Est. Cost $153.10 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index Fund - ETF 0.0%
Value ($000) $250 Shares 2,386 Est. Cost $88.55 Unrealized
FSMD Fidelity Small-Mid Multifactor - ETF 0.0%
Value ($000) $250 Shares 6,021 Est. Cost $41.47 Unrealized
Health Care Select Sector SPDR ETF 0.0%
Value ($000) $249 Shares 1,845 Est. Cost $125.97 Unrealized
MUFG Mitsubishi UFJ Fin'l. Grp. ADR 0.0%
Value ($000) $246 Shares 17,947 Est. Cost $6.36 Unrealized
RLI RLI Corp. 0.0%
Value ($000) $246 Shares 3,408 Est. Cost $72.17 Unrealized 0.0%
ABBNY ABB Ltd. Sponsored ADR 0.0%
Value ($000) $246 Shares 4,122 Est. Cost $30.46 Unrealized
Eversource Energy Com. 0.0%
Value ($000) $246 Shares 3,864 Est. Cost $60.92 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $245 Shares 7,509 Est. Cost $28.73 Unrealized +3.7%
ELV Elevance Health 0.0%
Value ($000) $244 Shares 627 Est. Cost $372.72 Unrealized +6.4%
SSREY Swiss Re Ltd. 0.0%
Value ($000) $243 Shares 5,629 Est. Cost $23.50 Unrealized
IYW IShares US Technology ETF 0.0%
Value ($000) $241 Shares 1,390 Est. Cost $173.27 Unrealized
KLAC KLA-Tencor Corp. 0.0%
Value ($000) $237 Shares 265 Est. Cost $748.55 Unrealized 0.0%
NGG National Grid PLC ADR 0.0%
Value ($000) $237 Shares 3,180 Est. Cost $65.61 Unrealized
AEP American Electric Power 0.0%
Value ($000) $234 Shares 2,253 Est. Cost $98.44 Unrealized +3.6%
Wisconsin Energy 0.0%
Value ($000) $229 Shares 2,194 Est. Cost $94.04 Unrealized
Franklin Responsibly Sourced Gold ETF 0.0%
Value ($000) $224 Shares 5,100 Est. Cost $43.97 Unrealized
Essentials Utilities Inc. 0.0%
Value ($000) $223 Shares 6,000 Est. Cost $39.53 Unrealized
Uber Technologies Inc. 0.0%
Value ($000) $222 Shares 2,382 Est. Cost $93.30 Unrealized
DHR Danaher Corp. 0.0%
Value ($000) $222 Shares 1,122 Est. Cost $116.78 Unrealized +65.3%
Blackrock, Inc. 0.0%
Value ($000) $221 Shares 211 Est. Cost $1049.25 Unrealized
DaVita HealthCare Partners, Inc. 0.0%
Value ($000) $219 Shares 1,538 Est. Cost $138.05 Unrealized
First Trust NYSE Arca Biotech ETF 0.0%
Value ($000) $216 Shares 1,340 Est. Cost $167.02 Unrealized
ServiceNow, Inc. 0.0%
Value ($000) $215 Shares 209 Est. Cost $568.15 Unrealized
KMB Kimberly Clark Corp 0.0%
Value ($000) $211 Shares 1,637 Est. Cost $129.79 Unrealized +1.5%
FlexShares Quality Dividend ETF 0.0%
Value ($000) $210 Shares 2,875 Est. Cost $73.18 Unrealized
First Trust Preferred Secs & Inc ETF 0.0%
Value ($000) $210 Shares 11,820 Est. Cost $16.30 Unrealized
Morgan Stanley Total Return Bond ETF 0.0%
Value ($000) $210 Shares 4,130 Est. Cost $49.86 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $207 Shares 4,929 Est. Cost $35.92 Unrealized +11.7%
iShares Int'l Dividend Growth ETF 0.0%
Value ($000) $205 Shares 2,595 Est. Cost $78.89 Unrealized
UBS Group AG 0.0%
Value ($000) $204 Shares 6,020 Est. Cost $33.82 Unrealized
Ameriprise Financial, Inc. 0.0%
Value ($000) $203 Shares 381 Est. Cost $533.73 Unrealized
Accenture, Ltd. 0.0%
Value ($000) $200 Shares 670 Est. Cost $298.89 Unrealized
FRO Frontline, LTD. 0.0%
Value ($000) $200 Shares 12,177 Est. Cost $16.83 Unrealized 0.0%
Barings BDC, Inc. 0.0%
Value ($000) $145 Shares 15,874 Est. Cost $8.33 Unrealized
UMC United Microelectronics ADR 0.0%
Value ($000) $98 Shares 12,829 Est. Cost $7.06 Unrealized
Kitwave Group PLC 0.0%
Value ($000) $48 Shares 11,029 Est. Cost $4.39 Unrealized